Senior Client Service Specialist

District Partners has been engaged by a highly respected, independent multi-family office that provides comprehensive wealth management services to ultra-high-net-worth individuals and families. The firm delivers an integrated approach to financial planning, investment management, tax planning and compliance, estate planning, risk management, and family office services. Built on a foundation of exceptional client service and long-term relationships, the team is committed to delivering a personalized, white-glove experience while fostering a collaborative and growth-oriented culture.

• →Own core client operations workflows with a bias for speed, precision, and proactive communication
• →Serve as senior escalation point and subject matter expert for onboarding, transfers/ACATs, money movement and complex documentation
• →Partner with the Client Service Manager to expand automation and technology across client services while protecting compliance and quality standards
• →Proactively engaging with the team to prioritize workload, providing client service updates, and escalating potential issues when appropriate
• →Support firm-wide initiatives such as custodial integrations, CRM/workflow enhancements, and process improvement projects
• →Coordinate the delivery of tax returns to clients for signature and the processing of related tax payments
• →Ensure high standards for documentation, client communication, and operational risk controls
• →Maintain detailed information and prepare reports using CRM software
• →Perform internet-based research when requested to support client team and clients
• →Resolve inquiries for clients under scope
• →Assist Office Assistant with answering, screening, and transferring inbound phone calls
• →Other duties and management of projects assigned

• Ideal candidate has 3 to 5 years of client service experience in MFO or RIA
• Proven track record of direct client interaction delivering white-glove service
• Deep working knowledge of custodial processes (onboarding, transfers, money movement, reporting)
• High service orientation and comfort working with clients and Wealth Managers
• Proficiency with custodial platforms (Fidelity, Charles Schwab), CRM systems, and modern workflow tools
• Advanced computer skills - Microsoft Suite of Products (Word, Outlook, Excel, PowerPoint) and CRM

• Communication skills - written and verbal
• Strong planning and organizational habits
• Solutions Oriented
• Works well in team environment
• Strong Interpersonal skills
• Attention to detail and accuracy
• Information gathering and information monitoring
• Flexibility
• Adaptability
• Customer service orientation